Live for today.
We’ll plan for tomorrow.
Special Needs Focused Trust Management
What Is PLAN Of CT?
PLAN of CT is a 501(c)(3) nonprofit solely focused on the administration of special needs trusts. We offer many trust options and dedicate our expertise in trust administration to benefit you and your family. We will partner with you to undergo a personalized assessment and planning process to establish your chosen trust.
Why Choose PLAN Of CT?
PLAN of CT assists individuals living with disabilities and their families, partnering understanding with compassion to undergo a personalized assessment and planning process in order to establish your special needs trust. PLAN of CT provides the expertise you need to plan for future uncertainties and to answer challenging questions regarding the short and long-term wellbeing of a loved one with disabilities.
Resources for Families
Third Party Trusts
A Third Party Special Needs Trust is most often established by the parents/guardians of an individual with a disability, although it can be established by anyone on behalf of this individual. The trust can be funded at any time after establishment, but most commonly funds come from the grantor’s estate after passing.
The Pooled Special Needs Trust is the only trust in CT that an individual over 65 can contribute their own income or assets into in order to retain a lifetime benefit from those assets/income, and still qualify for public benefits like Medicaid or waiver programs.
Charitable Trust Grants
The PLAN of CT Charitable Trust is a fund which allows individuals of any age who have a disability to apply for one-time needs-based assistance through a grant to purchase a service or resource meant to enhance the individual’s quality of life.
A Self-Settled Special Needs Trust is used when a disabled individual under 65 receives a direct inheritance, a back payment from Social Security, a settlement, or a lottery win that would affect their eligibility for state or federal benefits. A Self-Settled trust can protect these assets as well as entitlement eligibility.
Ways To Support
Whether you are a family or a business, you make the difference to our organization and those we serve by contributing financial support, time and/or expertise.
There are various ways to support PLAN of CT.
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